Nova Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Nova Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-306	Closed	-$21.1K	–	617
2026 Q1	$21.1K	Hold	306	–	–	0.01%	297
2025 Q4	$19.6K	Hold	306	–	–	0.01%	291
2025 Q3	$18.8K	Sell	306 -916	-75%	-$53.9K	0.01%	303
2025 Q2	$68K	Sell	1,222 -252	-17%	-$13.3K	0.05%	188
2025 Q1	$77.7K	Sell	1,474 -24	-2%	-$1.33K	0.07%	168
2024 Q4	$83K	Buy	+1,498	New	+$86.3K	0.07%	145

Other funds holding XMVM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nova Wealth Management's XMVM Position: Q2 2026 in Review

Nova Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2026, closing a stake of 306 shares — an estimated $21.1K sold.

Nova Wealth Management first reported a position in XMVM in Q4 2024 and held it in 6 quarters. The position peaked at $83K in Q4 2024. 102 funds tracked by Wall St. Rank hold XMVM as of Q2 2026.

Nova Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
Nova Wealth Management sold 306 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2026, an estimated $21.1K.
Nova Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and held it in 6 quarters.
Nova Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $83K in Q4 2024.
102 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.